+316.5%
ROIV vs ZBRA
-39.4%
+355.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.8% | +21.6% | +19.4% |
| 7D | +20.2% | +2.6% | +17.6% | +19.2% |
| 30D | +14.1% | -6.4% | +20.5% | +15.8% |
| 3M | +45.6% | +51.3% | -5.7% | +28.9% |
| 6M | +44.1% | +60.5% | -16.4% | +24.6% |
| YTD | +91.2% | +45.2% | +46.0% | +69.0% |
| 1Y | +221.3% | +12.3% | +209.0% | +203.4% |
| 3Y | +229.2% | +37.5% | +191.7% | +181.6% |
| 5Y | +316.5% | -39.2% | +355.7% | +252.2% |
| All | +316.5% | -39.4% | +355.9% | +252.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling